Self Assessment 2025-26 — Deadlines, Penalties & Who Needs to File

Everything you need to know about filing your UK Self Assessment tax return for the 2025-26 tax year (6 April 2025 to 5 April 2026).

Key dates for Self Assessment 2025-26

5 April 2026
End of tax year 2025-26
Last day of the 2025-26 tax year. All income earned between 6 April 2025 and 5 April 2026 must be reported.
5 October 2026
Register for Self Assessment
Deadline to notify HMRC that you need to complete a 2025-26 return. Miss this and you may face a penalty.
31 October 2026
Paper return deadline
If filing a paper Self Assessment return, it must reach HMRC by 31 October 2026. Online filing gives you until January.
31 January 2027
Online return & tax payment deadline
File your online return AND pay any tax owed (balancing payment) by midnight. Also the deadline for your first payment on account for 2026-27.
31 July 2026
Second payment on account (2024-25)
If you made payments on account for 2024-25, the second instalment is due 31 July 2026.

Self Assessment penalties for late filing

When Penalty Details
1 day late £100 Automatic penalty from 1 February 2027, even if no tax is owed
3 months late +£10/day £10 per day for up to 90 days — maximum additional £900
6 months late +5% of tax or £300 Whichever is higher — adds to the penalties above
12 months late +5% of tax or £300 A further charge — can be higher if deliberate non-filing
Late payment Interest + 5% Daily interest from 1 Feb + 5% surcharge at 30 days, 6 months, 12 months

Note: HMRC interest rate on late payments is currently 7.25% per year (Bank Rate + 2.5%). Penalties and interest compound quickly — file and pay on time.

Do you need to do a Self Assessment? Checklist

You must complete a Self Assessment for 2025-26 if any of the following apply:

You were self-employed as a sole trader and earned more than £1,000
You earned rental income from property
Your gross income (before tax) exceeded £100,000
You received dividends above the £500 dividend allowance
You had savings interest not taxed at source above the Personal Savings Allowance
You had a second job or multiple sources of income
You received Child Benefit and either you or your partner earned over £60,000 (High Income Child Benefit Charge)
You had income from abroad
You were a company director (unless the company is a non-profit)
You received a notice from HMRC to complete a return
You want to claim certain tax reliefs (e.g. Gift Aid, pension contributions)
Your side hustle or casual income exceeded the £1,000 trading allowance

Self Assessment for the 2025-26 tax year

The UK Self Assessment system requires individuals to calculate and declare their own tax liability for income that is not taxed at source through PAYE. For the 2025-26 tax year (6 April 2025 to 5 April 2026), the main online filing deadline is 31 January 2027.

First-time Self Assessment filers

If you have never filed before, you must first register with HMRC. You can do this through your Government Gateway account at gov.uk/log-in-file-self-assessment-tax-return. After registering you will receive a Unique Taxpayer Reference (UTR) number — allow up to 10 working days. Always register by 5 October 2026 to file for the 2025-26 year.

Payments on account

If your self-employed or other Self Assessment tax bill exceeds £1,000 (and less than 80% was collected at source), HMRC will require you to make advance payments on account towards the following year. These are split into two equal payments: the first with your January return, the second by 31 July. You can apply to reduce payments on account if you expect your income to be lower.

What records do I need?

Keep records of all income and expenses for at least 5 years after the filing deadline. This includes P60s and P45s, bank statements, sales invoices, rental income records, and any receipts for expenses you are claiming. HMRC can enquire into any return within a year of filing, or longer if they suspect errors or fraud.

Frequently asked questions

Do I need to do a Self Assessment tax return?

You must complete a Self Assessment if in 2025-26 you were self-employed with income over £1,000, had income from renting out property, earned more than £100,000 gross, received untaxed income (savings interest, dividends above allowances, side hustle), had two or more sources of income, or were a company director. HMRC may also send you a notice to file even if you are unsure.

What is the deadline for Self Assessment 2025-26?

For the tax year 6 April 2025 to 5 April 2026: online Self Assessment returns and any tax owed must be filed and paid by 31 January 2027. Paper returns have an earlier deadline of 31 October 2026. If you make payments on account, the second payment is due 31 July 2026 (for 2024-25). You must register for Self Assessment by 5 October 2026 if you have not done so before.

What are the penalties for late Self Assessment?

If you miss the 31 January 2027 deadline: an automatic £100 penalty applies on day 1. After 3 months (30 April 2027), £10 per day for up to 90 days (maximum £900). After 6 months, 5% of the tax due or £300 (whichever is higher). After 12 months, a further 5% or £300. Interest also accrues on unpaid tax from 1 February 2027.

What are payments on account?

If your Self Assessment tax bill is over £1,000, HMRC requires you to make advance payments towards the following year's bill. These are called payments on account — two equal instalments due 31 January (with your return) and 31 July. Each is 50% of the previous year's tax bill. If your income changes significantly you can apply to reduce payments on account.

How do I register for Self Assessment?

Register online at gov.uk/log-in-file-self-assessment-tax-return. If you are self-employed, you also register as a sole trader. You will receive a Unique Taxpayer Reference (UTR) number within 10 working days. For 2025-26, you must register by 5 October 2026. HMRC can charge a penalty if you fail to notify them of a new tax liability on time.

Related calculators:

Second Job Tax Calculator Side Hustle Tax Calculator Self-Employed Tax Calculator PAYE vs Self-Employed Income Tax Rates